2000-Year-Old Financial Advice that Still Rocks Today!

Recently, I attended a gathering where the discussion turned to personal finance. Someone inquired about the best place to begin. Predictably, responses such as “security analysis” and “intelligent investor” punctuated the conversation. Many also pointed to blogs that repeat phrases Buffett and Munger popularised, with “investor” as a common theme in their titles, paired with…

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Portfolio Audit 2023: The annual review of my goal-based investments

I evaluate the performance of my retirement portfolio and my son’s future portfolio each year in a personal finance audit. This is the 11th edition. Published from 2013 onwards, these audits provide a sense of accountability and ensure I do not fall prey to fear of missing out, preventing bad investment decisions. They also point…

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